Atria Investments, Inc

Position in PANW — Palo Alto Networks Inc

CIK 1535865 Charlotte, NC

Position in PANW

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$5,518,374

-$3,566,922 QoQ

Shares Held

34,421

-30.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Atria Investments, Inc holds $214,587,449 across 31 Software - Infrastructure names. PANW ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	378,958	$140,278,882
2	ORCL	Oracle Corp	200,998	$29,568,815
3	PLTR	Palantir Technologies Inc.	71,190	$10,413,673
4	SNPS	Synopsys Inc	13,995	$5,548,737
5	PANW	Palo Alto Networks Inc This page	34,421	$5,518,374
6	NET	Cloudflare, Inc.	12,714	$2,623,406
7	CHKP	Check Point Software Technologies Ltd	15,296	$2,185,033
8	XYZ	Block, Inc.	32,036	$1,927,926

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,518,374	34,421	-30.2%	Shares	Sole	2026-05-05
2025-12-31	$9,085,296	49,323	-7.1%	Shares	Sole	2026-02-05
2025-09-30	$10,814,461	53,111	+0.5%	Shares	Sole	2025-11-06
2025-06-30	$10,819,521	52,871	-5.7%	Shares	Sole	2025-08-04
2025-03-31	$9,571,538	56,092	-7.0%	Shares	Sole	2025-05-06
2024-12-31	$10,974,371	60,312	+98.5%	Shares	Sole	2025-02-06
2024-09-30	$5,191,942	30,380	+9.4%	Shares	Sole	2024-11-01
2024-06-30	$4,707,492	27,772	-0.3%	Shares	Sole	2024-08-13
2024-03-31	$3,957,930	27,860	-17.7%	Shares	Sole	2024-05-21
2023-12-31	$4,990,844	33,850	+4.2%	Shares	Sole	2024-02-14
2023-09-30	$3,808,712	32,492	-2.7%	Shares	Sole	2023-11-07
2023-06-30	$4,268,294	33,410	-7.3%	Shares	Sole	2023-08-04
2023-03-31	$3,599,614	36,043	+17.6%	Shares	Sole	2023-05-10
2022-12-31	$2,138,241	30,647	-9.6%	Shares	Sole	2023-01-31
2022-09-30	$2,775,585	33,892	+197.2%	Shares	Sole	2022-11-01
2022-06-30	$938,814	11,404	+6.2%	Shares	Sole	2022-08-11
2022-03-31	$1,113,670	10,734	+11.9%	Shares	Sole	2022-05-02
2021-12-31	$889,887	9,590	+24.5%	Shares	Sole	2022-02-04
2021-09-30	$614,955	7,703	+2.7%	Shares	Sole	2021-11-16
2021-06-30	$463,936	7,502	+3.0%	Shares	Sole	2021-08-10
2021-03-31	$391,142	7,287	+4.4%	Shares	Sole	2021-05-11
2020-12-31	$413,378	6,979	-0.2%	Shares	Sole	2021-02-12
2020-09-30	$285,297	6,994	+18.5%	Shares	Sole	2020-11-05
2020-06-30	$225,995	5,904	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.